Northwestern Mutual Wealth Management
WK icon

Northwestern Mutual Wealth Management’s Workiva WK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.5K Hold
1,619
– – ﹤0.01% 2361
2026
Q1 		$96.5K Sell
1,619
-70
-4% -$4.88K ﹤0.01% 2188
2025
Q4 		$146K Sell
1,689
-345
-17% -$30.5K ﹤0.01% 1989
2025
Q3 		$175K Sell
2,034
-27
-1% -$2.03K ﹤0.01% 1855
2025
Q2 		$141K Sell
2,061
-358
-15% -$24.6K ﹤0.01% 1884
2025
Q1 		$184K Sell
2,419
-10
-0.4% -$944 ﹤0.01% 1701
2024
Q4 		$266K Buy
2,429
+18
+0.7% +$1.66K ﹤0.01% 1534
2024
Q3 		$191K Sell
2,411
-67
-3% -$5.03K ﹤0.01% 1637
2024
Q2 		$181K Buy
2,478
+2,054
+484% +$162K ﹤0.01% 1599
2024
Q1 		$36K Sell
424
-28
-6% -$2.52K ﹤0.01% 2203
2023
Q4 		$45.9K Buy
452
+447
+8,940% +$43.1K ﹤0.01% 2089
2023
Q3 		$507 Sell
5
-115
-96% -$12K ﹤0.01% 3119
2023
Q2 		$12.2K Buy
120
+103
+606% +$9.9K ﹤0.01% 2501
2023
Q1 		$1.74K Sell
17
-14
-45% -$1.27K ﹤0.01% 2948
2022
Q4 		$2.6K Buy
31
+26
+520% +$2.02K ﹤0.01% 2899
2022
Q3 		$0 Sell
5
-60
-92% -$4.1K ﹤0.01% 3430
2022
Q2 		$4K Sell
65
-318
-83% -$26.5K ﹤0.01% 2800
2022
Q1 		$46K Buy
383
+378
+7,560% +$41.8K ﹤0.01% 1986
2021
Q4 		$1K Hold
5
– – ﹤0.01% 3075
2021
Q3 		$1K Buy
+5
New +$677 ﹤0.01% 2960
2020
Q3 		– Sell
-269
Closed -$14K – 2696
2020
Q2 		$14K Buy
+269
New +$11K ﹤0.01% 1815
2020
Q1 		– Sell
-450
Closed -$19K – 2774
2019
Q4 		$19K Hold
450
– – ﹤0.01% 1758
2019
Q3 		$20K Hold
450
– – ﹤0.01% 1734
2019
Q2 		$26K Hold
450
– – ﹤0.01% 1632
2019
Q1 		$23K Buy
+450
New +$19.8K ﹤0.01% 1667
2015
Q4 		– Sell
-275
Closed -$4K – 1870
2015
Q3 		$4K Buy
+275
New +$3.98K ﹤0.01% 1324

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's WK Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Workiva (WK) position steady in Q2 2026 at 1,619 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Northwestern Mutual Wealth Management first reported a position in WK in Q3 2015 and has held it in 26 quarters since. The position peaked at $266K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,619 shares of Workiva worth $78.5K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Workiva share count unchanged in Q2 2026.
  • Workiva made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2361 holding.
  • Northwestern Mutual Wealth Management first reported a position in Workiva in Q3 2015 and has held it in 26 quarters since.
  • Northwestern Mutual Wealth Management's Workiva position peaked at $266K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.